Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Adv Ttl Bnd Fd Ins Mutual fund in their Schedule of Assets, totaling $574K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BALDWIN AREA MEDICAL CENTER, INC. WESTERN WISCONSIN HEALTH 403(B) PLAN | BALDWIN WI | 456 | $41.0M | $571K |
| 2 | TECOVAS, INC. TECOVAS 401(K) PLAN | AUSTIN TX | 1,007 | $5.0M | $3K |
